AgencyZoom + Formaloo

Create AgencyZoom business leads from new Formaloo responses

This workflow seamlessly transfers new responses from Formaloo directly into AgencyZoom as business leads. Removing the need for manual data entry, it ensures a rapid and smooth update of your database. Capitalize on new opportunities with promptness, enhancing your business productivity and boosting lead conversion rates.

When this happens...
New Response (Row)
Triggers when the row is submitted.
TriggerInstant
automatically do this!
Create Business Lead
Create a business lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write

- LeadRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write

- FormRequired
Trigger
Instant
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- FormRequired
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search